| Topic | Presenter | Summary | Duration | Tags | Certification Quiz | Captions |
| -------------------------------- | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------- | ------------------------------------------------------------------------ | ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Creating a new client in the CRM | Kristin Wagner | This brief video documents a New Client Handoff from the Sales Team to the Ops Team. It goes over creating an account in CRM and creating a project within that client record. | 5:49 | #ClarityAdmin, #CRMTraining, #TrainingVideo, #OpsTeam, #NewClientHandoff | N/A | New Client Handoff_AutoGeneratedCaption.txt |00:00:02.240 --> 00:00:08.267 - A new client, the sales team sins. 00:00:08.270 --> 00:00:10.930 - New client handoff, which is an email much like this. 00:00:11.580 --> 00:00:15.090 - There should always be an executed contract or project 00:00:15.090 --> 00:00:19.380 - agreement that shows that the client has signed off on our 00:00:19.380 --> 00:00:23.280 - terms and conditions, so this is a new client, Monarch 00:00:23.280 --> 00:00:27.960 - International. I go to accounts within the CRM. I always type in 00:00:27.960 --> 00:00:32.640 - the name just to ensure that we don't have a previous client 00:00:32.640 --> 00:00:34.590 - with any naming system that's 00:00:34.590 --> 00:00:39.670 - closely related. Send in this case we do not. 00:00:40.330 --> 00:00:43.602 - I just hit that knew to add a 00:00:43.602 --> 00:00:50.116 - new account. Is it going to adjust your project planning? 00:00:50.700 --> 00:00:54.340 - Minnis girl down to this hours management by checking update 00:00:54.340 --> 00:00:59.072 - from easy projects. This is what we have to check both on the 00:00:59.072 --> 00:01:03.076 - client record and the project record to make sure that when 00:01:03.076 --> 00:01:07.444 - the team logs their time in EP that the hours are updated 00:01:07.444 --> 00:01:11.812 - dynamically and reflect a come true hours balance. So as far as 00:01:11.812 --> 00:01:15.816 - the hours approved in contract I'm going to Scroll down. You 00:01:15.816 --> 00:01:20.548 - can see the total projects hours or 69. I will note that first 00:01:20.548 --> 00:01:23.360 - some of. Hum, the larger projects, though sometimes 00:01:23.360 --> 00:01:26.810 - just give you the project hours that have been improved 00:01:26.810 --> 00:01:29.915 - for the discovery process. An after discovery went three 00:01:29.915 --> 00:01:33.710 - estimates are done. Then you would need to go and update 00:01:33.710 --> 00:01:35.435 - the hours that proved here. 00:01:36.730 --> 00:01:40.774 - Then I'm going to Scroll down. You can see here an account 00:01:40.774 --> 00:01:44.144 - management payment terms. This client is a pain advance. You 00:01:44.144 --> 00:01:46.166 - can see here by their billing 00:01:46.166 --> 00:01:51.564 - terms. Coming up here, they are in California so we do not 00:01:51.564 --> 00:01:56.292 - charge sales tax. We only charge sales tax for clients that have 00:01:56.292 --> 00:01:57.474 - a Texas address. 00:01:58.000 --> 00:02:01.048 - How invoices are sent? 00:02:01.060 --> 00:02:03.265 - I'm gonna be doing base camp in 00:02:03.265 --> 00:02:06.576 - CRM. So for the 00:02:06.576 --> 00:02:14.129 - company name. And then for 00:02:14.129 --> 00:02:17.735 - their client 00:02:17.735 --> 00:02:23.222 - initials. Do you have any thoughts or request Kelsey, what 00:02:23.222 --> 00:02:24.614 - should they be named? 00:02:25.500 --> 00:02:30.440 - I was thinking Mon, do we have that already like it we don't. 00:02:31.180 --> 00:02:35.776 - So now for the primary contact an original contact. This is how 00:02:35.776 --> 00:02:40.372 - it's going to link back to the sales team for commissions, so 00:02:40.372 --> 00:02:44.585 - it's pretty important to them. I'm going to copy the email 00:02:44.585 --> 00:02:46.883 - address just to avoid any typos. 00:02:47.460 --> 00:02:52.458 - You hit the search bar and then you could just hit new. It's a 00:02:52.458 --> 00:02:57.456 - quick and easy way to create a new record so the name is on 00:02:57.456 --> 00:02:59.930 - God. Burma. 00:03:01.140 --> 00:03:07.128 - Save and then once you created it for their primary contact, it 00:03:07.128 --> 00:03:13.116 - should be available and you can list up for the original contact 00:03:13.116 --> 00:03:19.603 - and then here you type in the email. In both of these slots. 00:03:20.400 --> 00:03:24.288 - Scroll down to general. 00:03:25.970 --> 00:03:31.820 - This is really more important, um? 00:03:34.340 --> 00:03:38.396 - Just for accounting purposes, so we make sure that they're not in 00:03:38.396 --> 00:03:43.128 - Texas. What I'm going to do here just to save us a step for 00:03:43.128 --> 00:03:47.522 - later. We are going to reach out to the client to send the 00:03:47.522 --> 00:03:51.240 - initial invoice. Once we have that created, so I'm just going 00:03:51.240 --> 00:03:55.296 - to go ahead an craft. That template while I have the email 00:03:55.296 --> 00:03:57.324 - address on my copy and paste. 00:04:01.660 --> 00:04:06.418 - So now for the address name I'm gonna copy and paste this as 00:04:06.418 --> 00:04:09.346 - well to be sure there are no at 00:04:09.346 --> 00:04:09.712 - typos. 00:04:10.440 --> 00:04:25.514 - Perfect. Coming down to hosting 00:04:25.514 --> 00:04:28.880 - details so we don't know at this time that they would 00:04:28.880 --> 00:04:30.716 - need to utilize hosting with us. 00:04:32.690 --> 00:04:36.166 - I mean anything with the red astrik is required, but I'm 00:04:36.166 --> 00:04:40.590 - gonna show you. It's kind of a stopgap if I go down here and 00:04:40.590 --> 00:04:45.378 - hit save. It won't let me complete the process until 00:04:45.378 --> 00:04:47.182 - everything is sold out. 00:04:47.190 --> 00:04:47.800 - But that's. 00:04:48.970 --> 00:04:54.248 - OK, so now the client record is created. Going to go down to the 00:04:54.248 --> 00:04:59.220 - drop down. And we are going to have to create a project within 00:04:59.220 --> 00:05:04.558 - this client record. So I'm gonna come down here under project 00:05:04.558 --> 00:05:11.222 - type. It's a web app so I'm going to go to add new project. 00:05:12.840 --> 00:05:16.224 - I'm going to do the three letter naming convention and then I'm 00:05:16.224 --> 00:05:17.634 - just gonna call it web. 00:05:18.330 --> 00:05:23.374 - So here is the other one that you have to make sure that 00:05:23.374 --> 00:05:25.314 - update from easy projects is 00:05:25.314 --> 00:05:31.375 - checked. Hey it will update from easy project. 00:05:32.420 --> 00:05:35.410 - And then save and close. 00:05:37.190 --> 00:05:40.820 - So I'm just a part of like the training here, Kelsey. 00:05:40.820 --> 00:05:44.780 - Whenever you go in to do the CRM, Onyx, whomever. The PM 00:05:44.780 --> 00:05:47.750 - is, once they've paid their initial invoice, you can 00:05:47.750 --> 00:05:49.070 - update the urgent care.